Measured Wealth Private Client Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal place of business as 303 Islington Street in Portsmouth, New Hampshire.
The report, signed by Lori Weston, Chief Compliance Officer, details a portfolio consisting of 738 individual equity securities. The total value of the portfolio is reported at $397,975,889.
The filing indicates that the firm holds a significant number of exchange-traded funds (ETFs), including shares in the iShares Core S&P 500 ETF, the iShares Core S&P 500 ETF, and the iShares S&P 500 Value ETF. The firm also holds various sector-specific ETFs, such as the Select Sector SPDR Trust Technology ETF and the Select Sector SPDR Trust Health Care ETF.
Among the individual stock holdings, the portfolio includes major technology and consumer companies. Notable positions include Apple Inc., with 7,096,928 shares; Microsoft Corporation, with 2,912,165 shares; and Berkshire Hathaway Inc., with 349,661 shares of Class B and 747,005 shares of Class A. Other significant holdings include United Parcel Service Inc. Class B, JPMorgan Chase & Co., and Visa Inc.
The filing also lists positions in various financial institutions, including JPMorgan Chase & Co., Wells Fargo & Co., and Morgan Stanley. Additionally, the report includes holdings in energy companies such as Exxon Mobil Corporation and Chevron Corporation.
